Total Ideas
1
Bullish Ideas
1 (100%)
Bearish Ideas
0 (0%)
Recent Activity
0
"Shares are trading for around $83 right now, and they believe the shares will hit around $100... if investors keep viewing both spinoffs as car companies, it could be a bad deal."
Aptiv is recommended as a buy due to its impending spinoff where the high-margin safety and software business will be re-rated significantly. The potential uplift from $83 to $100 per share represents an approximate 25% gain, though there is downside if investors misclassify the business solely as automotive.
Sentiment
